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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,387 | $167,362+106.4% | $143,799+140.2% | $134,532+156.7% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -17.17% | 0.47%-17.6pp | -0.04%-17.1pp | 418.27%-435.4pp |
| Employer contribution / active EE | $1,804 | $5,620-67.9% | $4,952-63.6% | $4,741-62.0% |
| Participant deferral / active EE | $5,495 | $6,447-14.8% | $5,638-2.5% | $6,401-14.2% |
| Admin fee / account holder | $4,250 | $18,094-76.5% | $14,677-71.0% | $11,429-62.8% |